- Fund Type: Unit Trust
- Objective: Growth-Small Cap
- Asset Class: Equity
- Geographic Focus: Australia
Perpetual WealthFocus Investment Advantage - Perpetual's Smaller Companies
+ Add to WatchlistPERSFSC:AU
2.98 AUD -0.00-0.06%As of 00:59:30 ET on 05/20/2013.
Snapshot for Perpetual WealthFocus Investment Advantage - Perpetual's Smaller Companies (PERSFSC)
| Year To Date: | +6.84% | 3-Month: | +0.57% | 3-Year: | +12.18% | 52-Week Range: | 2.34 - 3.05 |
|---|---|---|---|---|---|---|---|
| 1-Month: | +1.57% | 1-Year: | +23.01% | 5-Year: | +3.93% | Beta vs AS51: | 0.88 |
Fund Profile & Information for PERSFSC
Perpetual WealthFocus Investment Advantage - Perpetual's Smaller Companies is a Unit trust incorporated in Australia. The objective of the Fund is to provide long-term capital growth and income. The Fund invests in the equity securities of Australian industrial and resources companies which, when first acquired, do not rank in the S&P/ASX 50 Index.
| Inception Date: | 05-25-1995 | Telephone: | 61-2-9229-9817 |
|---|---|---|---|
| Managers: | - | ||
| Web Site: | www.perpetual.com.au | ||
Fundamentals for PERSFSC
| NAV | (on 2013-05-20) 2.98 |
|---|---|
| Assets (M) | (on 2013-03-29) 229.77 |
| Fund Leveraged | N |
| Minimum Investment | 2,000.00 |
| Minimum Subsequent Investment | 1,000.00 |
Dividends for PERSFSC
| Dividend Type | Income |
|---|---|
| Dividend Frequency | Semi-Anl |
| Last Dividend Net | (on 2013-01-02) 0.04 |
| Dividend Yield (ttm) | 4.65 |
Fees & Expenses for PERSFSC
| Front Load | 4.00 |
|---|---|
| Back Load | 0.00 |
| Current Mgmt Fee | 1.95 |
| Redemption Fee | 0.00 |
| 12b1 Fee | - |
| Expense Ratio | - |
Top Fund Holdings for PERSFSC
Holding Data Unavailable.
Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.
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